TEPLITZ FINANCIAL GROUP LLC

RIASEC RegisteredEst. 2022

Total AUM

$132M

Discretionary

$118M

90% of AUM

Avg account

$335K

Accounts

393

Employees

Advisory reps

Firm details

Headquarters: OLD BRIDGE, New Jersey
CRD number: 122038
Registered since: July 15, 2022
Website: www.teplitzfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.03%
Individuals29.25%
Pension & Profit Sharing Plans7.25%
Corporations / Businesses2.13%
Charitable Organizations0.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Teplitz Financial Group LLC is an independent, owner-operated registered investment adviser that provides financial planning and portfolio management to individuals, families and institutions. The firm functions as a capital allocator and also selects third-party managers on clients’ behalf. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Advisory services specified on the firm’s Form ADV include comprehensive financial planning, portfolio management for individual and small-business clients, portfolio management for businesses or institutional clients, and manager selection. The firm identifies an insurance company relationship among its industry affiliations and does not position itself as an ESG-focused or multi-state adviser.